SWGC
WFRD icon

Summit Wealth Group (Colorado)’s Weatherford International WFRD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,306
Closed -$423K – 647
2025
Q3 		$423K Buy
+8,306
New +$493K 0.04% 291

Other funds holding WFRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WFRD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Weatherford International (WFRD) in Q4 2025, closing a stake of 8,306 shares — an estimated $423K sold.

Summit Wealth Group (Colorado) first reported a position in WFRD in Q3 2025 and held it in 1 quarter. The position peaked at $423K in Q3 2025. 399 funds tracked by Wall St. Rank hold WFRD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Weatherford International position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,306 Weatherford International shares in Q4 2025, an estimated $423K.
  • Summit Wealth Group (Colorado) first reported a position in Weatherford International in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Weatherford International position peaked at $423K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Weatherford International as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.